Filed August 27, 2013 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BPPR - POPULAR FIDUCIARY SERVICES11+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $16,787 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,421 | $50,982-42.3% | $154,803-81.0% | $85,563-65.6% |
| Participation rate | 70.1% | 59.8%+10.3pp | 78.1%-8.0pp | 66.0%+4.1pp |
| Annual return | 18.13% | 30.35%-12.2pp | 58.88%-40.7pp | 31.51%-13.4pp |
| Employer contribution / active EE | $721 | $1,708-57.8% | $4,305-83.3% | $2,654-72.8% |
| Participant deferral / active EE | $1,848 | $2,474-25.3% | $5,540-66.7% | $4,375-57.8% |
| Admin fee / account holder | $71 | $846-91.6% | $14,329-99.5% | $834-91.5% |